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CFT
Webinars are purely educational. Instructors are not permitted to sell any
products or services during the presentation.
Program
Content:
Don't
you just LOVE when people quote IRS regulations to you? You know,
regulations written by those who have never worked in a financial
institution and have to work with the general public and their levels of
knowledge on a day-to-day basis???
For the
last 13 years since HSAs have been introduced, you would think the
understanding of these account would get better, but they still breed so
much confusion and interpretation that they are steeped in misunderstanding
by both customers and the bank and credit union employees – causing hours
of corrections all year long. We are brain-washed into a customer-service
mindset and ignoring our account holders' mistakes on their HSA accounts
and refusing to help them correct those mistakes are at odds with everything
we have been trained to do.
So how
do we strike that perfect balance between customer responsibility and
custodial responsibility on Health Savings Accounts, and what kind of
firewalls can we put in place to prevent constant monitoring?
Covered
Topics:
- What is the definition of a HDHP and eligibility
for an HSA?
- What are the contribution limits for 2016/2017?
- How do we handle the removal of excess
contributions?
- What responsibilities does the financial
institution have to monitor qualified medical expense withdrawals?
- What kind of account should the HSA money be
invested in?
- How do we re-deposit medical expense
reimbursements?
- Are your HSA contributions and distributions being
reported correctly to the IRS on the 5498-SA and 1099-SA?
- What are the custodial HSA monitoring
responsibilities?
Who
Should Attend?:
New
Account Representatives, Certificate of Deposit Personnel, Savings
Counselors, Accountholder Service Representatives, Investment and Trust
Personnel who are involved in the opening, selling, marketing, or
administration of HSAs. Any officer/manager who "oversees" the
New Account department and may be responsible for answering HSA
accountholders questions or concerns but does not actually open HSA
accounts. Please
forward email to appropriate person(s).
Instructor:
Patrice
Konarik
is president of Sunwest Training Corp. founded over 20 years ago and is
located in the Texas Hill Country near San Antonio, Texas. With over 30
years experience in the financial industry, Patrice has focused her
expertise on the retirement and new account areas and is currently
providing live training and webinars on these subjects on a nationwide
basis. She has a BS In Management Science from New York's Binghamton
University. Many state banking associations and other organizations use her
as their main source for training on these complicated topics. Patrice's
upbeat personality and former banking experience easily encourages
interaction and questions during the training sessions.
What
Is A Webinar?:
A
webinar combines the clarity of an audio teleconference with the interactivity
and visual presentation of the internet. All you need to participate is a
telephone and an internet connection. Even if you don't have an internet
connection, you can still participate in the audio session. Listening to
the program over the telephone and following the written materials is an
effective alternative!
Unable
To Attend?:
No
problem. You can purchase a recording of the webinar for future use. You
can choose from either an On-Demand Web Link (Good for 6 months from the
webinar date, unlimited use) or a CD-ROM (includes a paper copy of the
PowerPoint slides).
Viewing
Options (all options include applicable handouts):
All
options include applicable handouts. You can choose to pay by credit card
or be billed. Additional Live Webinar connections are $75 each.
Option 1: Live
Webinar and 7 Days OnDemand Video Playback - $265
Option 2:
OnDemand Video (six months access) - $295
Option 3: Live
and 6 Months of OnDemand Video - $365
Option 4: CD-ROM
Video (Includes OnDemand Video) - $345
Option 5: Entire
Package (all of the above) - $395
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